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Code Issues Releases Activity Actions

Transfer and Payment auto-matching, model and UI improvements (#1585)

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* Transfer data model migration

* Transfers and payment modeling and UI improvements

* Fix CI

* Transfer matching flow

* Better UI for transfers

* Auto transfer matching, approve, reject flow

* Mark transfers created from form as confirmed

* Account filtering

* Excluded rejected transfers from calculations

* Calculation tweaks with transfer exclusions

* Clean up migration
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Zach Gollwitzer 2025-01-07 09:41:24 -05:00 • committed by GitHub
parent 46e129308f
commit 307a3687e8
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78 changed files with 1161 additions and 682 deletions
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test/models/family_test.rb
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@ -120,11 +120,9 @@ class FamilyTest < ActiveSupport::TestCase
test "calculates rolling transaction totals" do
account = create_account(balance: 1000, accountable: Depository.new)
liability_account = create_account(balance: 1000, accountable: Loan.new)
create_transaction(account: account, date: 2.days.ago.to_date, amount: -500)
create_transaction(account: account, date: 1.day.ago.to_date, amount: 100)
create_transaction(account: account, date: Date.current, amount: 20)
create_transaction(account: liability_account, date: 2.days.ago.to_date, amount: -333)
snapshot = @family.snapshot_transactions